Creating organizations

You create organizations to represent the hierarchical structure of your business. You specify information to help you manage day-to-day tasks and processes that are related to the organizations.

About this task

The type of information that you specify when you create organizations varies depending on the type of organization that you are creating. For example, you might enter retail information for an external company and employee information for a department or division.

Procedure

  1. Select Portfolio > Organizations.
  2. In the hierarchy, click Organizations.
  3. Click New and select the type of organization that you are creating.
  4. On the General tab, specify a name for the organization.
  5. Enter an ID for the organization. If you do not specify an ID, a unique ID is generated when the organization is saved or activated.
  6. Associate the organization with a geography.
  7. Specify other details about the organization as appropriate.
    To ensure that images are displayed properly in query results, tt is recommended that you do not upload image files that are larger than 2MB.
  8. Click Create Draft.
  9. Save the organization.

What to do next

You can proceed to enter more details about the organization on the other tabs and you can activate or save and close the organization.